Amara Raja Batteries Ltd v/s Exide Industries Ltd क्यों गिर रहा है | ev stocks news - YouTube

Hello everyone how are you all and what's going on?

After covid 19, when there was a period of decline in the auto sector, then 2 companies related to this sector

There has also been a significant decline in AMARA RAJA or EXIDE INDUSTRY

And now both these shares are falling continuously and the mutual fund house has also pulled back from these companies.

And I want to show you on the chart in where you can see the holdings of both Exide and Amara Raja Battery

And in what way has the position been continuously decreased here whether it is AMARA RAJA BATTERY or EXIDE Here some experts believe that the fall in the stock is a good opportunity.

So on the same some people are saying that chance is not cheating, so what is the truth, we will find out by analyzing it now.

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See, not only these 2 stocks but the entire auto sector has gone through a recession And if you see Nifty and Auto in today's date then in last 5 years it has only given a move of around 5%

So now the question is what is the reason for this downfall in the auto sector Will Amara Raja and Exide rise in the future or not, then we will know all these things So that your picture is clear and you can know what is the story after all.

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See, a few years ago, both Amara Raja and Exide were the favorites of stock fund managers Because there was growth in them, but when the auto sector fell in Covid, the battery maker started going down automatically.

Because their whole business depends on the growth of the auto sector, the auto sector has made a good comeback since the decline in covid What you see on the chart, here is a return of 134% in 2 years

There if see AMARA RAJA then after covid there is movement only of 25% if talk about EXIDE so only move of 20% , I'm showing you all these things on the chart

If you look at the graph before covid, then in the last 5 years you will see a decline So now the biggest question here is that why are the shares of such a strong company falling fundamentally.

Its answer is very simple, the auto sector is changing rapidly And now instead of the traditional petrol and diesel, EV is coming, which means electric vehicle is coming, and electric vehicle as a future

Now the battery that this company makes is the same in the old car, but there is no point in the battery for the EV Lithium-ion battery is needed for EV, which no one is developing properly in the country right now.

And this is the reason why this traditional battery maker is going down because the sentiment has prevailed What is the meaning of sentiment prevailed, it means like EV has not even arrived in our India yet

But the company associated with EV is giving rocket return, in the same way, in the same way that the battery is not made here, then the sentiment is going the opposite.

So these stocks are not giving return, they are giving loss, by this you will be able to understand in easy language However, this company has started work on making recycled low cost lithium-ion batteries.

But right now a big question is being created for the investor whether this company will be successful in making recycle low cost lithium-ion battery in a proper way.

Or it will not happen, and here lies the secret of their success.

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Now here both these companies are number 1 in terms of making batteries, and they know very well that it is time to install Top Gear.

Because there is a huge opportunity in the market right now, the eyes of the foreign company are on the Indian EV market And in the country too many new startups and companies are working on lithium-ion batteries.

So here let's see what these two companies do, and compare which company is doing what There is a Lithium-Ion battery concept

So first let's start with AMARA RAJA BATTERY, in January 2019 ISRO announced the transfer of Lithium-Ion technology to 10 companies, in which one is AMARA RAJA

But for now, you may have to wait for the substantial development After this government has announced plans to invest USD 1 billion over the next seven years to manufacture Lithium-Ion batteries under the PLI scheme.

In August 2021 , the company acquired 11.36% stake in Log9 materials, a company that deals in fast charging batteries Now we let's move on Exide what are They doing in this field of Lithium-Ion battery

So here EXIDE to invest Rs 6,000 crore in Karnataka to set-up of India's largest Giga factories for advanced cell chemistry Tech After this Exide partners with Chinese company SVOLT energy to make lithium ion batteries.

The company announced intentions to set up a Tesla-style Giga factory using the production-linked incentive scheme ,as it ramped up focus on rolling out li-ion batteries

So these two companies are working on lithium-ion, approach is clear, we have to lead, working of both is going on But to know who can make a better investment, let's see their financials to know this

Here if you see financial of AMARA RAJA & EXIDE , so see ROE of AMARA RAJA and see ROE of Exide

So you will find that the ROE of Exide has decreased a lot, but there is a ROE of Amara Raja is Also less, but a level is maintained even though it is increasing somewhere.

AMARA RAJA ROE is good somewhere, But if we look at the total income, then from the perspective of growth in the total income, you will see So both are running almost equal, if you look at the jump in net profit, then both

Exide won in the financial year 2021, but somewhere in the financial year 2021, the net profit of Amara Raja fell in comparison to 2020 According to market cap both companies are almost equal, Exide is company or 15,606 crore

And there if talk about AMARA RAJA so company of 14,583 crore If we see here average ROE of 5 year so AMARA RAJA is leading, if see 5 year debt to equity AMARA RAJA is leading

There if see 5 year CAGR of net profit Amara Raja is leading, according to PE AMARA RAJA is cheaper than Exide In 5 year net profit margin Amara Raja is leading, in you see in 5 year ROCE Amara Raja is leading

If you see there operating profit margin so in every angle Amara Raja is leading We have seen the financials of both and Amara Raja is ahead of Exide, Before that we saw that both the companies are struggling

Be it your company or be our company, if we want to move forward, we will struggle but who will win So, first of all, you will get to know about this thing, the whole game is hidden there

Some reports say that in the coming 10 years there will be a 30% EV in the vehicles seen on the road And the valuation of the Indian electronic vehicle industry is 3.7 lakhs crore, which is around 5 billion dollar right now.

Before we reveal some more secrets of the electric vehicle industry, before we know what is EV, why it's being everyone's favourite

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EV Electric Vehicle is one such technology of the auto industry which is eco friendly in every way Meaning there will be no harm to the nature with electric vehicle, because it does not run on petrol, diesel.

Whenever something new comes in the market, people have many doubts about it, but people are waiting to adopt the EV, And also I am waiting very eagerly

But why, there are many reasons behind this, I tell in the favorite reason, the whole world is struggling with global warming.

Various types of diseases are increasing in which respiratory problems are the most and today more than 250 million people in the world are suffering from respiratory diseases.

The biggest reason for global warming is the vehicles with petrol, diesel, but the EV is eco-friendly and it is true that due to the arrival of the EV Global warming will be controlled to a great extent ,it is believed

Just like you upgrade your phone's charge, it can be in EV in the same way The maintenance of the EV is going to be very easy cost effective in the coming time.

Not in the beginning, but in the future, but purchasing is still more expensive than a normal vehicle, that too will gradually become cheaper The people of the country have high hopes from Tata Mahindra, Maruti, for this they are also doing very hard work.

Where the cost of the EV car if seen on kilometer basis it is much cheaper than petrol, diesel.

If diesel gives 20 mileage them it will cost you 500Rs. for a distance of 100 KM, there if we talk about Tata Nexon EV, it will cost only 96 Rupees to cover the same distance

Globally, if we look at the industry, the total market valuation according to the 2019 report is $162.34 billion, which wil be $802.81 billion by 2027 Tesla, BMW, Chevallete A big company like these has made a lot of growth in this segment.

Their entry is difficult in India as it is a luxury car, their price is very high level And 90% of the people of India need a car in the budget, you also need a car in the budget or not, will definitely tell in the comment box Will buy EV expensive car or take budget car

And the one who will fulfill this need is the latest announcement from Maruti, Tata Electric, Mahindra Electric, Ola Meaning that in EV in country there will be domination of domestic company, and if i tell you as a investor, then this industry is going to become a multibagger.

Which you are seeing giving very good return from now on, remember here that real money is earned by those who understand the growth of an industry in advance.

So here's the growth, so it wouldn't be wrong to say that EV ruined these stocks which are behind here like AMARA RAJA or EXIDE

Those who are not able to run, because the sentiments of the people have been removed, that hey this battery maker company will not be use now.

So over there it is going against them, but for now we have to keep an eye on what Angle can do better in this Therefore, in the short term, do not focus on these stocks at all, if you have a long-term outlook, then only you will keep an eye on this stock.

And put your mind in it, and there you just wait and watch in your portfolio, how do these people take updates.

About their new story, what are we bringing in the new market, on the basis of which you will be able to take better investment decisions

So I hope you have understood properly the Amara Raja Battery and Exide which is falling

I will have cleared all your doubts, if there is any doubt left after that, then definitely ask in the comment box.

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